BPWM
FTHY

Black Point Wealth Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Black Point Wealth Management’s Portfolio FTHY Stock Details FTHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-62,707
Closed -$908K – 25
2024
Q4 		$908K Buy
62,707
+5,668
+10% +$83.5K 1.05% 12
2024
Q3 		$862K Buy
57,039
+18,283
+47% +$269K 1% 13
2024
Q2 		$555K Buy
+38,756
New +$549K 0.58% 23

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